+137.9%
APO vs RACE
+93.6%
+44.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.3% | +0.2% |
| 7D | -1.0% | -2.5% | +1.5% | +0.1% |
| 30D | +3.5% | +0.8% | +2.7% | +3.0% |
| 3M | +4.5% | +17.2% | -12.6% | -3.2% |
| 6M | +22.8% | +13.6% | +9.2% | +14.7% |
| YTD | -6.5% | +12.2% | -18.7% | -12.8% |
| 1Y | +0.8% | -16.3% | +17.1% | +8.0% |
| 3Y | +62.0% | +36.4% | +25.5% | +19.1% |
| All | +137.9% | +93.6% | +44.3% | +33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded RACE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling